Patrick Wisneski, CRPC, CMFC, CBDA's Linkedin Analytics

Growing up as a “Military/Officers Brat,” I learned early on how to adapt to change and to always be willing to help others. It’s with this attitude I helped turned around 3 different operations in 2 different industries before bring my passion and skills to the Financial Industry. I have been asked before “if I ever knew a stranger?” As a Senior Advisor Consultant working with Financial Advisors, I am constantly surrounded with change, whether it’s the daily change of the stock market or if it’s the change in our attitude about the market. It is my job to help you better understand the complexity of the Capital Markets and to help you prepare your clients to make the best possible decisions to an ever changing market. How we adapt to these changes makes a world of differences and so I to have learned to adapt and change very similar to a chameleon, to change to our environments and ever situation. Whether you are a CFA, a multi-million dollars producer, a High Net Worth Team or a new hire brand new into the industry, I will bring my 20+ years of diverse financial experience to help you better understand and interpret the complex workings of the Capital Markets, enhance your Business Building Skills, and/or simply help educate your clients so they too may learn more about the market(s) and make better investment decisions. So, as we move forward in a very new dynamic market, don’t be a stranger, let’s talk about how I may help you!